Ballarat Grammar - Your Gift Our Future

Yo ur Gif t O ur Fu t ure

Your Gift Our Future

Generations of Ballarat and Queen’s Anglican Grammar School families and students have benefited from the generosity of men and women who, over the years, have bequeathed gifts to the School or to the Ballarat and Queen’s Anglican Grammar School Foundation.

These gifts have had a significant impact on the lives of Grammarians, through scholarship opportunities, by developing teaching and learning facilities, and by supporting staff and the School’s programs.

A gift in a will can be a meaningful way of saying thank you, honouring a loved one, recognising a valued member of staff or friend, investing in the future, or providing a Ballarat and Queen’s Anglican Grammar School education for those who otherwise may not be able to join our community.

From The Headmaster

In our quest for a life well lived, we are sometimes afforded opportunity to make a positive difference: a positive difference to the lives of loved ones, to our communities and to the world around us. Rarely are we offered the opportunity to bring our positive influence to perpetuity. Yours will be a gift that gives to future generations of fine young people.

Yours will be a gift that helps provide transformative educational experiences for the next generation. Their future, our opportunity. I welcome you to join us.

Adam Heath Headmaster

Their Will Their Impact Ernest Clive Cleaver Known to family and friends as ‘Clive’ - born 18 August 1897, student 1911-13, died 27th June 1974.

Clive entered Ballarat Grammar on 25 April 1911

Clive’s influence at the School didn’t end with his

as a boarder and number 50 on the School Roll.

passing. Clive made an extraordinary bequest

Clive won a number of school prizes during his

in his will to help ensure the survival of his old

three years at the School including Maths, Writing

school. Clive was an extraordinarily successful

and Boarders’ Prizes. When he left School, Clive

share market investor and his estate in 1973

returned to the family property at Coghills Creek.

was valued in excess of $1.4 million in stocks

Clive served in the RAAF (1939-45), seeing active

and shares. It was this magnificent amount that

duty in the Middle East and Europe.

formed the capital of the Cleaver Bequest and

In the early 1950s Clive returned to Ballarat, becoming a very prominent figure in the Old

established The Beckworth Trust, named after his old family home ‘The Beckworth’ at Coghills Creek.

Grammarians’ Association. He was Key Gifts

Clive’s vision and bequest have meant that the

Chairman of the Jubilee Appeal. Clive was

School has been transformed from a small country

President of the Old Grammarians’ Association in

school to one of Victoria’s largest boarding

1965-66. Clive co-ordinated the successful 1966

schools. His name is commemorated with the

Appeal. He also donated two racing fours named

naming of the Cleaver Wing.

“The Beckworth” and “The EC Cleaver”. Numerous projects over the years were only accomplished through Clive’s financial support, such as the Junior School opened in 1965 and Swimming Pool in 1972.

Greg and Judy McIver

John Harris Roberts Born 23 February 1924, student 1938-40, died 16 July 2017.

John was a boarder at Ballarat Grammar where he attained his Intermediate Certificate in 1940. He particularly enjoyed sport, playing with the First teams in cricket, football and tennis.

John began his working life at Coles and was eventually called up to serve in the Army in 1942, moving to the Navy in 1943, before being discharged in 1946.

Following the war, John trained as an accountant before moving into real estate. During the 1970s John purchased a large parcel of land at Mooloolah establishing a residential development called Valley View Estate. John then moved into the development of retirement villages in Maroochydore followed by a decision to build an aged care facility, ultimately becoming The Regis Group.

A strong supporter of various organisations including Ballarat Grammar, John first established the John Roberts Scholarship in 2008 through an Annual Pledge of $20,000 over a six year period and he also supported a number of capital projects.

In order to endow his scholarship in perpetuity, John bequeathed $250,000 to the Ballarat Grammar Foundation to establish the John Roberts Scholarship for students who, without support, may not otherwise be able to attend Ballarat Grammar.

Greg, born 26 April 1949, student 1964-66, died 7 February 2009. Judy, born 27 October 1949, died 7 February 2009.

Greg commenced boarding at Ballarat Grammar in 1964 having grown up on the Western District Plains. Greg is remembered as one who was always well presented, was responsible, a talented sportsman and one who according to Mr Geoff Tunbridge “you would choose to represent the School at functions, had a fine bearing and promoted the School very well over a great period of time”.

On leaving School in 1966, Greg won a cadetship with Myer Ballarat before being called up to serve in the Army in Vietnam. On his return, Greg and Judy married, with Greg having a long career in the shoe industry while Judy worked as a Theatre Nurse.

After their son Matthew’s (OG’91) death in 2005, Greg and Judy chose to become members of the Ballarat Grammar Manifold Circle through a $550,000 Gift in their will to the Ballarat Grammar Foundation. In doing so, Greg and Judy established the Matthew McIver Scholarship to support boys’ boarding and academic scholarships in Dart House and to honour Matthew.

The Matthew McIver Scholarship commemorates three generations of past students from the McIver family. These include: •

Clement de Gange (Tom) McIver (OG’32)

•

Greg McIver (OG’66),

•

Bruce (Jack) McIver(OG’69),

•

Peter McIver (OG’70) & Jillian McIver (OG’74)

•

Matthew McIver (OG’91)

Douglas (Doug) Cowan

Ivy Lillian Lay

Born 23 August 1931, student 1945-47, died 4 August 2019.

Born 9 June 1890, died 11 December 1958.

Doug commenced at Ballarat Grammar at the beginning of 1945 as a boarder. Doug was a loyal friend of the School and was a Probationer, a member of the Athletics team, and a Corporal in the Cadet Corps in his final year.

Ivy was one of eleven children (ninth born) who lived all her life in the family home at Inglis Street Ballan.

Ivy never married and she took great pride in looking after her parents and brothers.

After leaving Ballarat Grammar, Doug went on to establish a successful career for himself in Accounting.

Doug’s area of specialty was company development and during the course of his career, amongst other things, he had a leading role in the logging industry in South Western Victoria, and whilst living in Central London for a year, became Financial Controller of the World Coal Institute.

Doug was also very community minded and Rotary played a big part in his life. Doug was the youngest President of Colac Rotary and Chairman and Life Governor of the Colac Hospital Board.

Following retirement Doug and his wife Joan moved to Queensland where they would regularly attend the Queensland Headmasters’ Luncheons. Because of his love of his time at Ballarat Grammar, Doug very generously left $2,000 in his will to the Ballarat Grammar Foundation Scholarship Fund.

Ivy had no formal senior education or profession; however, she was well known in the district as the Sunday School teacher at St John’s Anglican Church Ballan for many years.

Because of her Anglican faith, Ivy provided a capital amount of $140,000 in her will to create the ‘Ivy Lay and Amelia House Scholarship’ named after herself and her older sister.

The income derived from the fund is paid annually to support a student to attend Ballarat and Queen’s Anglican Grammar School. Since 1992, when the funds became available, the Ivy Lay and Amelia House Scholarship has supported a number of students to attend the School who without support may not have been able.

Your Gift Our Future

Thank you for considering a gift to the School in your will. Your gift will make a genuine difference to Ballarat Grammar and to students in the future. You can direct your gift according to your wishes and we will be pleased to discuss your intentions with you.

You may choose to support: •

the Ballarat Grammar Foundation Scholarship Fund (for excellence, music, boarding or indigenous scholarships), allowing students to attend Ballarat Grammar who otherwise may not be able to be enrolled,

•

the Ballarat Grammar Foundation Scholarship Fund to establish an individually named separate perpetual scholarship fund,

•

the Ballarat Grammar Foundation Building Fund,

•

Ballarat Grammar for general purposes, and your gift will be directed to the area of greatest need.

Every gift of every size will have a lasting impact on the School and on all who are fortunate enough to attend Ballarat and Queen’s Anglican Grammar School now and in the future.

“When I look back on my time at Ballarat Grammar, the things that I think have served me best were that sense of self-reliance and a preparedness to have a go at things.

My experiences at Ballarat Grammar opened up a whole world of opportunities and possibilities that I couldn’t have imagined had I not been fortunate enough to win a Scholarship to go to Ballarat Grammar”.

Robert Johanson (OG’68) Robert went on to study at the University of Melbourne and Harvard University. He was a Director and then Chair of Bendigo and Adelaide Bank for 30 years and Deputy Chancellor of the University of Melbourne.

Your Will To Give Your Will To Give To ensure your gift has the impact you intend, we encourage you to discuss your wishes and plans in confidence with our Director of Development.

Family comes first: when planning your estate we recommend you first discuss your intentions with your family, and also seek independent legal and financial advice.

The Ballarat Grammar Foundation’s Board comprises people with diverse expertise and experience who carefully and strategically manage all of its endowed funds, to maximise their return on a long-term basis.

Your Will Your Wording

If you are thinking of including Ballarat and Queen’s Anglican Grammar School, or the Ballarat Grammar Foundation in your will, THANK YOU. We recommend that you seek independent legal and financial advice on the structure of your will or when adding a Codicil to your will and that you inform your family of your intentions.

From the School’s perspective, the less encumbered the gift is, the easier it is to execute. All communications will be treated in the strictest confidence. The following wording may be useful in phrasing your intentions.

Specific Gift I give the sum of $............... to the Ballarat and Queen’s Anglican Grammar School Foundation (ABN 68-005-866-517) presently located at 201 Forest Street Wendouree, Victoria Australia 3355 and I direct that the receipt of the Director of Development or other authorised officer of the School shall be an absolute discharge to my Executor(s).

A gift of residue I give all my residuary estate to the Ballarat and Queen’s Anglican Grammar School Foundation (ABN 68-005-866-517) presently located at 201 Forest Street Wendouree, Victoria Australia 3355 free of all duties and charges to be used at their absolute discretion and I direct that the receipt of the Director of Development or other authorised officer of the School shall be an absolute discharge to my Executor(s).

A gift of part of residue I give a ……. % share of my residuary estate to the Ballarat and Queen’s Anglican Grammar School Foundation (ABN 68-005866-517) presently located at 201 Forest Street Wendouree, Victoria Australia 3355 free of all duties and charges to be used at their absolute discretion and I direct that the receipt of the Director of Development or other authorised officer of the School shall be an absolute discharge to my Executor(s).

A gift of real estate I give all my interest in the property situated at …………………..... (address) to the Ballarat and Queen’s Anglican Grammar School Foundation (ABN 68-005-866-517) presently located at 201 Forest Street Wendouree, Victoria Australia 3355 free of all duties and charges to be used at their absolute discretion and I direct that the receipt of the Director of Development or other authorised officer of the School shall be an absolute discharge to my Executor(s).

“Through the support of a scholarship I was able to attend Ballarat Grammar which enabled me to strive and improve myself in many ways. I am so grateful for all the opportunities and experiences that I have enjoyed through a boarding education at Ballarat Grammar. These experiences have set me up for life after School and I am ever so grateful”.

Rene Caris (OG’16)

Rene was selected by Geelong in the 2018 AFLW draft, making her AFLW debut the following year. Rene has graduated from Melbourne University and is working as a Physiotherapist.

The Manifold Circle

The Manifold Family holds special significance for Ballarat and Queen’s Anglican Grammar School.

When you inform us that you will be making a bequest to Ballarat Grammar, we will invite you to join friends and supporters of the School as a member of the Manifold Circle.

As a member you will receive a Manifold Circle pin signifying your association and acknowledging your support. You will also receive VIP invitations to special events and activities throughout the year.

The Manifold Family holds special significance for Ballarat and Queen’s Anglican Grammar School and has inspired others over the years to provide generous financial support to the School. James Manifold (1867-1918) was a great supporter, a most generous benefactor, and one of the founders of the boys’ school. In 1912, the first racing four was named the J.C. Manifold in his honour.

Early in 1922, the School Council began to plan for the building of the South Wing which was to include a Laboratory and Assembly Hall; brothers, William Manifold (1861-1922) and Edward Manifold (1868-1931) provided the greater part of the sum required. The Hall was named Manifold Hall and was opened at the beginning of 1924. It has been the School Chapel since 1975. In 1924, Edward Manifold, amongst others, provided financial assistance when the School Council launched a

drive for reduction of debt.In 1918, William Manifold and Edward Manifold gifted the girls’ school, a significant sum of money to purchase the property known as “Carn Brae”; the substantial dwelling on the property was thereafter to be called Manifold House.

In 1920, Edward Manifold, as chief benefactor, (and member of School Council, as was his wife) opened new School buildings including the Stuart Murray Assembly Hall which was given in memory of Marion May Stuart Murray (nee Manifold) by her brothers William and Edward Manifold.

With the introduction of the House System at Ballarat Grammar in 1979, Manifold was chosen as a House name to honour the contributions made by the Manifold family to both predecessor schools.

Manifold Circle members maintain a close connection with the School and are highly valued members of our community.

Whilst we encourage all bequest donors to become members of the Manifold Circle, we also welcome and respect bequests made anonymously.

Frequently Asked Questions My bequest is not likely to be large; is it worthwhile to give?

Yes, it is absolutely worthwhile. Over time, and with sound financial management, funds invested distribute many times their initial capital value to assist students and the School. Modest gifts will have a substantial impact in assisting those in financial need.

I would like to give a scholarship now and see it benefiting students in my lifetime, but will only have sufficient funds for the capital required through my will – are there any options?

Yes, some donors choose to start a scholarship in their lifetime and do so by committing to fund the fees on an annual basis, and then provide the capital sum for a perpetual scholarship via a gift in the will.

I am not sure whether to leave a specific amount or a percentage of my will?

Any gift in a will is appreciated and makes a significant difference. Given the significant change in the value of money over time, and to save you revising your will regularly, a gift as a percentage of your will maintains the real value of what you intend to give to Ballarat Grammar and to other beneficiaries.

“The incredible experiences, opportunities, and lessons that I received at this wonderful school would never have been possible without being a recipient of the John Roberts Music Scholarship. My education at Ballarat Grammar has provided me not just with lifelong memories, but with life lessons that are unmatched and extend well beyond the classroom”.

Connor Vincent (OG’18)

Since completing Year 12, Connor commenced studying Radiation Therapy at RMIT University and continues to enjoy music as a passion, having played violin for the Australian Conservatoire of Ballet.

The future success of Ballarat Grammar is dependent on the generosity of all of us today

Thank You Thank you for considering a gift in your will to Ballarat Grammar or to the Ballarat Grammar Foundation Each bequest of any size matters, even modest gifts can have an amazing and lasting impact on the lives of our students.